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Monthly Prudential Financial Wellness Wednesdays

Please sign up for FREE online classes about budgeting and all aspects of financial planning.  You can even schedule free one-on-one sessions with experts.  These classes are free for members and their families.

Below are the offerings for August 2021.  Sign Up Today!



Introducing Financial Wellness Seminars for Union Benefits Trust Members

COVID-19 has posed unprecedented challenges. You may have struggled to keep your family and your finances healthy despite a stock market downturn, job insecurity, perhaps even the loss of a loved one. And, you’ve likely come to understand the need to manage your finances differently in the future. At times like these, getting your finances in order can seem even more overwhelming, leaving you to wonder where to begin.

To address this challenge, we’d like to invite you to attend a series of financial wellness seminars found below. These seminars are designed to help you learn new behaviors and adopt healthy financial practices—so no matter what your future holds, you can face it with confidence.


August 4, 2021

12:00-1:00pm EST

Your Social Security Benefits

  • The basics of Social Security and how to enroll
  • Retirement income needs
  • Strategies to maximize your Social Security income


August 18, 2021

12:00-1:00pm EST

Managing Healthcare Costs in Retirement

·       Understanding healthcare costs in retirement

·       The ABCs of Medicare

·       Strategies to cover healthcare costs


Register Now for Upcoming Seminars!


In addition to these seminars, you will have the opportunity to sign up for a Financial Wellness checkup meeting with Amy Kelly for 30 minutes on Wednesday, August 11th to review your current financial situation and to help you navigate future financial challenges. To schedule your virtual financial wellness checkup, you may click on the link below to select a time that works best for you.



Schedule your Financial Wellness Checkup!



If you have a question or concern, please contact us at or (844) 592-8993.

Prudential Pathways® seminars are provided by a Prudential Financial Professional and are not intended to market or sell any specific products or services. Offering this seminar does not constitute an endorsement of Prudential products or services in any way.  Financial Wellness offerings, which include these seminars and access to any third-party referrals, are provided by Prudential Workplace Solutions Group Services, LLC (“PWSGS”).

The Prudential Insurance Company of America, Newark NJ

UBT is an independent organization and is not an affiliate of Prudential.